Client
Agribusiness
Category
Challenge
While migrating its current ERP to a new platform, the client needed to understand the true state of its Salesforce instance: security risks, licensing costs, and data quality issues affecting day-to-day operations, with no clear visibility into their root causes.
Solution
Biz2People carried out a free diagnostic using OrgAudit 360, which revealed governance gaps relating to access security and metadata quality that had, until then, gone unmapped.
To close these gaps, we delivered a complete consulting team within a month — a consultant, a project manager, and a solution architect.
Two deliverables became an internal benchmark for the client: an offline check-in/check-out solution for field sales representatives, built as a native Salesforce app for areas with no network coverage; and the complete rebuild of the sales quotation engine, which had accumulated years of ad hoc fixes and could no longer support high transaction volumes.
Results
- 70% reduction in internal Salesforce-related support requests
- 60% increase in the speed of completing internal sales processes
Strategic Impact
A consultative diagnostic became the entry point for a long-term technical partnership. It is proof that clarity about existing gaps, followed by consistent delivery, builds greater trust and supports Biz2People’s role as a trusted advisor.
Read the full case
A full version of this case with technical and operational details is available upon request. Speak with our specialists.
